Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Lithium Is the New Battleground in Commodity Markets
Lucas and Luna drill into the lithium market, which has become the most volatile commodity in 2026. With prices down 60% from 2023 highs but rebounding sharply in July, they explore the specific dynamics of the Albemarle-Livent merger fallout, the strategic stockpiling moves by China and the US, and why lithium's supply-demand mismatch is unlike anything in copper or oil. A single data point—the five-day gain in corn futures (8.9%)—becomes a surprising contrast to lithium's structural story. Listeners learn why lithium miners are betting on a price floor at $12 per kilogram and why…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.